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PNC Financial Services
PNC

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1201
Fortis Advisors
Pennsylvania
$78K – – –
IRAG
1202
Investment Research & Advisory Group
Georgia
$78K +$73.3K +488 New
MAWCM
1203
Mine & Arao Wealth Creation & Management
California
$76K +$71.8K +478 New
RAM
1204
Riggs Asset Management
Pennsylvania
$74K – – –
CFFP
1205
Center for Financial Planning
Michigan
$74K +$70K +466 New
GCM
1206
Gables Capital Management
Florida
$73K – – –
SCM
1207
Silvant Capital Management
Georgia
$71K – – –
OSAM
1208
O'Shaughnessy Asset Management
Connecticut
$71K +$66.1K +440 +22,000%
HWA
1209
Heritage Wealth Advisors
Virginia
$70.7K – – –
WWM
1210
Willingdon Wealth Management
North Carolina
$70K -$31.1K -207 -32%
MSFP
1211
Mark Sheptoff Financial Planning
Connecticut
$70K – – –
GI
1212
Gradient Investments
Minnesota
$64K -$4.2K -28 -7%
RP
1213
Rice Partnership
Hawaii
$64K +$60K +400 New
PWMG
1214
Prestige Wealth Management Group
New Jersey
$63K – – –
SFSIG
1215
San Francisco Sentry Investment Group
California
$61K -$18.8K -125 -25%
CHA
1216
Carmichael Hill & Associates
Maryland
$58K +$54.9K +366 New
BWM
1217
BerganKDV Wealth Management
Minnesota
$57K +$1.95K +13 +4%
SGAM
1218
Smith Group Asset Management
Texas
$56K +$3K +20 +6%
ONST
1219
Old North State Trust
North Carolina
$55K +$5.4K +36 +12%
LWM
1220
Liberty Wealth Management
California
$55K +$16.8K +112 +48%
AP
1221
Americana Partners
Texas
$55K +$52.5K +350 New
SIAP
1222
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K – – –
CT
1223
Clearstead Trust
Maine
$53K – – –
PB
1224
Pinnacle Bancorp
Nebraska
$53K – – –
CG
1225
Cutler Group
California
$53K +$50.7K +338 New
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